Pacific Excel Wealth Advisors, Inc.
WALNUT CREEK CA · SEC CIK 0002110884
$9,509.94万2026Q1 申报市值
140持仓数
23.7%前十大占比 · 第一大 3.6%
54 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FTCB 加仓+$145.52万
CVX 加仓+$133.58万
MGK 加仓+$115.60万
TDIV 加仓+$105.31万
AFLG 加仓+$104.85万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$68.00万
TLT 减仓-$48.68万
AZN 清仓-$32.44万
SKYY 清仓-$20.47万
THIR 清仓-$20.31万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FTCB | FIRST TR EXCHANGE-TRADED FD | $344.56万 | 3.62% | 164,390 | 69,428 | 73.1% | $145.52万 | 加仓 |
| MGK | VANGUARD WORLD FD | $297.60万 | 3.13% | 8,099 | 3,146 | 63.5% | $115.60万 | 加仓 |
| CVX | CHEVRON CORPORATION | $277.40万 | 2.92% | 13,407 | 6,456 | 92.9% | $133.58万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $241.88万 | 2.54% | 25,825 | 11,244 | 77.1% | $105.31万 | 加仓 |
| AAPL | APPLE INC | $218.03万 | 2.29% | 8,591 | 551 | 6.9% | $13.98万 | 加仓 |
| MGV | VANGUARD WORLD FD | $215.87万 | 2.27% | 14,893 | 6,061 | 68.6% | $87.85万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $185.25万 | 1.95% | 48,024 | 27,181 | 130.4% | $104.85万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $164.90万 | 1.73% | 48,436 | 22,557 | 87.2% | $76.80万 | 加仓 |
| IVV | ISHARES TR | $155.45万 | 1.63% | 2,378 | 899 | 60.8% | $58.77万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $155.22万 | 1.63% | 31,163 | 9,525 | 44.0% | $47.44万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $153.18万 | 1.61% | 80,875 | 25,540 | 46.2% | $48.37万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $149.04万 | 1.57% | 16,139 | 6,084 | 60.5% | $56.19万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $143.70万 | 1.51% | 21,045 | 6,823 | 48.0% | $46.59万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $142.25万 | 1.50% | 25,142 | 6,823 | 37.2% | $38.60万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $138.34万 | 1.45% | 51,505 | 22,311 | 76.4% | $59.93万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $137.84万 | 1.45% | 5,890 | 2,905 | 97.3% | $67.99万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $135.78万 | 1.43% | 65,437 | 30,659 | 88.2% | $63.62万 | 加仓 |
| BIL | SPDR SERIES TRUST | $133.62万 | 1.41% | 14,581 | 7,444 | 104.3% | $68.22万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $129.17万 | 1.36% | 22,202 | 6,130 | 38.1% | $35.66万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $129.11万 | 1.36% | 6,429 | 3,294 | 105.1% | $66.15万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $123.97万 | 1.30% | 26,360 | 11,529 | 77.7% | $54.22万 | 加仓 |
| IVW | ISHARES TR | $123.62万 | 1.30% | 10,928 | 4,475 | 69.3% | $50.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $119.06万 | 1.25% | 6,827 | 2,808 | 69.9% | $48.97万 | 加仓 |
| GOVT | ISHARES TR | $117.84万 | 1.24% | 51,436 | 27,984 | 119.3% | $64.11万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $110.02万 | 1.16% | 12,656 | 2,437 | 23.8% | $21.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $109.47万 | 1.15% | 2,957 | 1,087 | 58.1% | $40.24万 | 加仓 |
| MINT | PIMCO ETF TR | $109.07万 | 1.15% | 10,845 | 6,982 | 180.7% | $70.22万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $105.56万 | 1.11% | 35,240 | 20,348 | 136.6% | $60.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $105.48万 | 1.11% | 3,121 | 1,054 | 51.0% | $35.62万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $105.42万 | 1.11% | 24,184 | 10,890 | 81.9% | $47.47万 | 加仓 |
| META | META PLATFORMS INC | $104.53万 | 1.10% | 1,827 | 654 | 55.8% | $37.42万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $94.85万 | 1.00% | 10,225 | 4,252 | 71.2% | $39.44万 | 加仓 |
| AVGO | BROADCOM INC | $93.38万 | 0.98% | 3,017 | 899 | 42.4% | $27.83万 | 加仓 |
| AMZN | AMAZON COM INC | $91.20万 | 0.96% | 4,379 | 1,340 | 44.1% | $27.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $87.69万 | 0.92% | 11,458 | 1,116 | 10.8% | $8.54万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $87.06万 | 0.92% | 4,031 | 2,097 | 108.4% | $45.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $86.44万 | 0.91% | 34,841 | 14,669 | 72.7% | $36.39万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $82.08万 | 0.86% | 3,777 | 1,356 | 56.0% | $29.47万 | 加仓 |
| USIG | ISHARES TR | $79.33万 | 0.83% | 15,485 | 6,229 | 67.3% | $31.91万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $77.58万 | 0.82% | 24,128 | 24,128 | — | $77.58万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $76.49万 | 0.80% | 4,150 | 1,566 | 60.6% | $28.86万 | 加仓 |
| TSLA | TESLA INC | $73.72万 | 0.78% | 1,983 | 595 | 42.9% | $22.12万 | 加仓 |
| ACWX | ISHARES TR | $72.69万 | 0.76% | 10,616 | 10,616 | — | $72.69万 | 新建仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $69.80万 | 0.73% | 23,438 | 11,020 | 88.7% | $32.82万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $67.82万 | 0.71% | 9,342 | 3,599 | 62.7% | $26.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $66.34万 | 0.70% | 1,110 | 404 | 57.2% | $24.15万 | 加仓 |
| — | EXXON MOBIL CORP | $66.21万 | 0.70% | 3,902 | 1,840 | 89.2% | $31.22万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $66.20万 | 0.70% | 14,351 | 3,747 | 35.3% | $17.28万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $65.32万 | 0.69% | 11,961 | 5,144 | 75.5% | $28.09万 | 加仓 |
| GOOG | ALPHABET INC | $65.15万 | 0.69% | 2,271 | 783 | 52.6% | $22.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $63.93万 | 0.67% | 7,252 | 1,139 | 18.6% | $10.04万 | 加仓 |
| V | VISA INC | $63.38万 | 0.67% | 2,097 | 871 | 71.0% | $26.32万 | 加仓 |
| SHYG | ISHARES TR | $62.51万 | 0.66% | 14,775 | 8,895 | 151.3% | $37.63万 | 加仓 |
| ASML | ASML HLDG NV | $61.42万 | 0.65% | 465 | 171 | 58.2% | $22.59万 | 加仓 |
| AZN | ASTRAZENECA PLC | $61.22万 | 0.64% | 3,104 | 3,104 | — | $61.22万 | 新建仓 |
| IGSB | ISHARES TR | $60.74万 | 0.64% | 11,557 | 2,418 | 26.5% | $12.71万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $59.62万 | 0.63% | 12,698 | 4,809 | 61.0% | $22.58万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $59.60万 | 0.63% | 7,397 | -2,434 | -24.8% | -$19.61万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $59.29万 | 0.62% | 17,995 | 7,710 | 75.0% | $25.40万 | 加仓 |
| QUAL | ISHARES TR | $58.67万 | 0.62% | 3,058 | 1,024 | 50.3% | $19.65万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $57.96万 | 0.61% | 28,397 | 5,288 | 22.9% | $10.79万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $56.42万 | 0.59% | 5,034 | 1,963 | 63.9% | $22.00万 | 加仓 |
| JNK | SPDR SERIES TRUST | $55.85万 | 0.59% | 5,834 | 3,374 | 137.2% | $32.30万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $55.70万 | 0.59% | 15,378 | 6,228 | 68.1% | $22.56万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $55.37万 | 0.58% | 25,668 | 11,666 | 83.3% | $25.16万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $52.85万 | 0.56% | 3,231 | 1,202 | 59.2% | $19.66万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $52.12万 | 0.55% | 2,025 | 772 | 61.6% | $19.87万 | 加仓 |
| SHY | ISHARES TR | $50.47万 | 0.53% | 6,113 | 1,226 | 25.1% | $10.12万 | 加仓 |
| ABBV | ABBVIE INC | $49.45万 | 0.52% | 2,273 | 17 | 0.8% | $3,698 | 加仓 |
| LLY | ELI LILLY & CO | $47.55万 | 0.50% | 517 | 176 | 51.6% | $16.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.15万 | 0.50% | 725 | 143 | 24.6% | $9.30万 | 加仓 |
| EFV | ISHARES TR | $45.38万 | 0.48% | 6,104 | -1,359 | -18.2% | -$10.10万 | 减仓 |
| SHLD | GLOBAL X FDS | $44.88万 | 0.47% | 6,336 | 6,336 | — | $44.88万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $44.43万 | 0.47% | 5,619 | 5,619 | — | $44.43万 | 新建仓 |
| IEI | ISHARES TR | $43.87万 | 0.46% | 3,699 | 3,699 | — | $43.87万 | 新建仓 |
| GLD | SPDR GOLD TR | $43.63万 | 0.46% | 1,014 | 491 | 93.9% | $21.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $42.50万 | 0.45% | 1,406 | 594 | 73.2% | $17.95万 | 加仓 |
| GOOGL | ALPHABET INC | $42.48万 | 0.45% | 1,477 | 514 | 53.4% | $14.78万 | 加仓 |
| IGIB | ISHARES TR | $41.88万 | 0.44% | 7,869 | 7,869 | — | $41.88万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $40.53万 | 0.43% | 9,870 | 9,870 | — | $40.53万 | 新建仓 |
| IAGG | ISHARES TR | $39.67万 | 0.42% | 7,928 | 7,928 | — | $39.67万 | 新建仓 |
| HYG | ISHARES TR | $38.96万 | 0.41% | 4,897 | 4,897 | — | $38.96万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $37.26万 | 0.39% | 9,184 | 280 | 3.1% | $1.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $35.78万 | 0.38% | 1,216 | 387 | 46.7% | $11.39万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.69万 | 0.38% | 4,846 | 4,846 | — | $35.69万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.70万 | 0.36% | 1,261 | 504 | 66.6% | $13.87万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $34.32万 | 0.36% | 5,476 | 5,476 | — | $34.32万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $33.64万 | 0.35% | 3,037 | 967 | 46.7% | $10.71万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $32.99万 | 0.35% | 7,379 | 7,379 | — | $32.99万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.48万 | 0.34% | 326 | 326 | — | $32.48万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $31.58万 | 0.33% | 7,728 | 1,371 | 21.6% | $5.60万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $31.55万 | 0.33% | 18,218 | 4,326 | 31.1% | $7.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $29.22万 | 0.31% | 1,767 | 1,767 | — | $29.22万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $28.44万 | 0.30% | 6,231 | -407 | -6.1% | -$1.86万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.98万 | 0.29% | 5,822 | 5,822 | — | $27.98万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.91万 | 0.29% | 625 | 625 | — | $27.91万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $27.53万 | 0.29% | 4,494 | 4,494 | — | $27.53万 | 新建仓 |
| SHOP | SHOPIFY INC | $27.33万 | 0.29% | 2,304 | 819 | 55.2% | $9.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $26.82万 | 0.28% | 836 | 836 | — | $26.82万 | 新建仓 |
| IEMG | ISHARES INC | $26.30万 | 0.28% | 3,770 | 3,770 | — | $26.30万 | 新建仓 |